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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,748 | $181,062-81.9% | $158,223-79.3% | $155,188-78.9% |
| Participation rate | 43.8% | 82.7%-38.9pp | 79.2%-35.5pp | 80.8%-37.1pp |
| Annual return | 19.15% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.7pp |
| Employer contribution / active EE | $785 | $4,565-82.8% | $4,109-80.9% | $4,248-81.5% |
| Participant deferral / active EE | $4,007 | $6,134-34.7% | $5,467-26.7% | $6,531-38.6% |
| Admin fee / account holder | $5,044 | $18,825-73.2% | $16,047-68.6% | $14,480-65.2% |